Services
Services

As an employer participating in the Ohio Deferred Compensation Program, your employees have access to a variety of services to help them prepare for retirement. Learn more about how they can take full advantage of the Program.

Service Center

Participants can visit the Service Center in Columbus or call our licensed Account Executives. We can answer their questions and help them with:

·         Enrolling

·         Changing their deferral or investment options

·         Setting up their online account

·         Providing asset allocation information

·         Starting withdrawals from their account when they retire

·         Automatically increasing their deferrals through the SMarT Plan.

For information about hours, directions, and appointments, please contact us.

 

Field Account Executives

Field Account Executives present worksite seminars to help public employees learn more about the Program and its services and enroll potential participants. Licensed by the Financial Industry Regulatory Authority (FINRA), Field Account Executives provide education on:

·         Investing

·         Investment options

·         Personal finance

·         Retirement issues

To arrange a visit, please contact us.

Information provided by Retirement Planning Specialists and Account Executives is for educational purposes only and is not intended as investment advice.

Retirement Planning Specialists

Participants can receive assistance with their retirement journey from our Retirement Planning Specialists. These Chartered Financial Consultants (ChFC) help Program participants with planning for retirement at no charge, in any of three ways—at the Service Center in Columbus, at meeting sites throughout Ohio, or over the phone.

Some of the topics covered during an appointment:

·         Retirement goals and how to achieve them

·         Strategies to help minimize taxes

·         How to coordinate income from various sources

·         General information about tax deferral

·         Withdrawal illustrations

·         Deferred compensation allocation strategies during retirement

For an appointment, call 877-644-6457. 

Neither Nationwide® nor its representatives provide tax, legal, or investment advice. Please consult professional advisor for such advice.

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